Kristen Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Asset Management Resources, LLC for 12 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and periodic portfolio rebalancing.

William Satkevich is a Financial Advisor with Merrill Lynch Wealth Management, serving clients on Cape Cod. He specializes in helping families build and maintain generational wealth through comprehensive financial planning. His approach involves understanding each client’s unique priorities to develop personalized strategies that address short-, mid-, and long-term financial goals. William’s expertise spans family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and investment strategies tailored for individuals, families, and specific client groups such as women and those in sports and entertainment. He also offers clients access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Bentley University. William’s personal interests include a variety of sports such as baseball, basketball, football, golf, ice hockey, and pickleball, as well as cooking, bowling, watching movies, and spending time with his family.

Andrew Augusto is a financial advisor with Commonwealth Financial Network in Hyannis, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Commonwealth, he worked at Axial Financial Group, MassMutual, and Florence Bank. He is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment programs and operates as a platform provider supporting advisors with operations, trading, technology, compliance, and practice management.

Kathleen Landrigan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020 and has been with Bankers Life entities since 2021. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Melissa Ferro is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Charles Ellis is a financial advisor with Eagle Strategies (NY Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at J&H International and Kinlin Grover, and he operates a consulting business focused on retail space allocation analysis. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Shawn Mckeen is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2009. In addition to his advisory work, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and specializes in tailoring solutions to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Russell Ball is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Morgan Stanley and various branches within the Wealth Enhancement group. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in regulatory assets under management through a comprehensive network of advisors and investment options.

Kevin Ewing is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Eagle Strategies, he worked at Bankers Life and Bankers Life Securities and operated The Seaview Restaurant for nine years. He is appointed to the board of the Mashpee Chamber of Commerce. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Tracy Higgins is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Merrill and Merrill Lynch, Pierce, Fenner and Smith since 1996. Outside of her advisory role, she serves as a power of attorney for a separate entity based in Mashpee, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 14 years before joining Raymond James in 2019. Outside of his advisory role, he serves as a board member for the Massachusetts Economic Advisory Coordinating Council and manages several business ventures including Keator Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lesley Erikson is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, UBS Financial Services, and Fis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model outcomes.

Ethan Grindle is a financial advisor at Morgan Stanley in Hyannis, MA, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has prior experience serving in the United States Coast Guard from 2022 to 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Matthew Clifford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, LLC for nine years and has additional experience with Putnam Investments and North Star Resource Group. Outside of finance, Clifford was involved with Clifford Construction and has a background that includes working at Merrimack College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports a large network of advisors with specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Simpkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 20 years of experience on the floor of the New York Stock Exchange and a decade at Merrill, he utilizes his extensive industry background to help clients navigate financial markets and pursue their long-term goals. His areas of expertise include legacy planning, liquidity management, retirement income, portfolio management, and values-based investing, among others. James works closely with clients to develop personalized financial strategies based on their individual objectives, risk tolerance, and liquidity needs. James holds a Bachelor's Degree from Colgate University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Beyond his professional work, he is involved with the Marthas Vineyard Boys and Girls Club and enjoys golfing, skiing, and spending time with his family.

Allyson Baroni is a financial advisor at Merrill with 21 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Baroni holds the Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alec Mc Leod is a Financial Advisor at Merrill Lynch Wealth Management, based in the Hyannis office. He works with clients to develop personalized wealth management strategies that align with their specific financial goals and positions. Alec's approach includes creating flexible financial plans that adapt to changing market conditions and leveraging the investment insights of Merrill alongside the banking and lending services of Bank of America. With four years of experience in the financial services industry at Merrill, Alec specializes in investment portfolios and financial planning. His expertise covers areas such as college education planning, retirement planning, tax minimization strategies, and divorce transition planning. Alec holds the Personal Investment Advisor (PIA) designation. Alec graduated from Providence College with a Bachelor of Arts degree in Business Economics, focusing on Finance. Outside of his professional work, he enjoys fishing, football, hiking, pickleball, racquetball, and spending time with his family.

Robert Santos is a Financial Advisor at Merrill Lynch Wealth Management in the Indian Wells office. He began his career with Merrill Lynch Wealth Management in March 2020, having previously served as a Wealth Management Banking Specialist within the enterprise. In his current role as a Senior Portfolio Advisor, Robert manages and customizes investment strategies on a discretionary basis, selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. He leverages investment insights from Merrill Lynch alongside banking resources from Bank of America to deliver comprehensive financial services. Robert’s experience includes assisting clients with managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach centers on reviewing clients’ financial situations to provide solutions aligned with their liquidity, income, and growth expectations. He works primarily with active and retired professionals who appreciate direct communication delivered with kindness and an invested interest in their success. Robert earned a bachelor's degree in finance from the University of Washington. Prior to his financial services career, he served seven years in the United States Army. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Outside of work, Robert enjoys basketball, football, hiking, and pickleball.

John Doherty is a financial advisor with LPL Financial based in Osterville, MA. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Royal Alliance Associates, Inc. for five years and Signator Investors, Inc. for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Willis is a Wealth Management Advisor with Merrill Lynch Wealth Management, holding the position of Senior Vice President. He has over 25 years of experience in business management and finance and has been with Merrill since 1998. Timothy provides clients with individually tailored wealth management strategies through a defined process that begins with a comprehensive financial analysis. He collaborates with specialists to offer services including portfolio development, education plans, liability management, retirement plans, tax minimization, and asset preservation. He specializes in areas such as college education planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Timothy holds a Bachelor of Science degree in Finance from Bridgewater State University, where he graduated cum laude. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional career, Timothy is involved with the Chatham Conservation Commission. He also enjoys spending time with his wife Josette and their children, Brandon and Olivia, and has interests in adventure sports, camping, cooking, fishing, hiking, music, photography, and traveling.